See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $98,295 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,298 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $19,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,221 | $96,018+98.1% | $65,493+190.4% | $85,563+122.3% |
| Participation rate | 74.4% | 74.8%-0.4pp | 73.1%+1.3pp | 66.0%+8.4pp |
| Annual return | 13.55% | 14.51%-1.0pp | 982.45%-968.9pp | 31.51%-18.0pp |
| Employer contribution / active EE | $3,088 | $3,235-4.6% | $2,574+19.9% | $2,654+16.4% |
| Participant deferral / active EE | $3,987 | $4,055-1.7% | $3,961+0.7% | $4,375-8.9% |
| Admin fee / account holder | $121 | $271-55.3% | $5,028-97.6% | $834-85.5% |